Carson Wealth (CWM LLC)
FLIA icon

Carson Wealth (CWM LLC)’s Franklin International Aggregate Bond ETF FLIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLIA Stock Details FLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-389
Closed -$8K – 5446
2025
Q3 		$8K Buy
389
+108
+38% +$2.21K ﹤0.01% 4560
2025
Q2 		$6K Buy
+281
New +$5.73K ﹤0.01% 4532

Other funds holding FLIA

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLIA Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Franklin International Aggregate Bond ETF (FLIA) in Q4 2025, closing a stake of 389 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in FLIA in Q2 2025 and held it in 2 quarters. The position peaked at $8K in Q3 2025. 40 funds tracked by Wall St. Rank hold FLIA as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Franklin International Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 389 Franklin International Aggregate Bond ETF shares in Q4 2025, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin International Aggregate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Franklin International Aggregate Bond ETF position peaked at $8K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Franklin International Aggregate Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.